See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,215 | $148,534-68.9% | $135,903-66.0% | $139,434-66.9% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 11.10% | 79.19%-68.1pp | 68.23%-57.1pp | 372.94%-361.8pp |
| Employer contribution / active EE | $948 | $5,243-81.9% | $4,856-80.5% | $4,751-80.1% |
| Participant deferral / active EE | $4,688 | $8,100-42.1% | $7,758-39.6% | $6,710-30.1% |
| Admin fee / account holder | $658 | $12,400-94.7% | $10,762-93.9% | $11,403-94.2% |